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Institutional

L & S Advisors Inc

CIK 0001392364
$794.9M
Reported AUM
233
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · L & S Advisors Inc · Q1 2026

AI · grounded in 13F

L & S Advisors Inc established a new position in DUKE ENERGY CORP with an investment of $11.2M. The fund also opened new stakes in AEP for $10.9M and MTZ for $8.4M. On the selling side, the manager trimmed its holdings in BAC by 96.7% and reduced its position in JPMORGAN CHASE & CO by 83.1%.

Portfolio · Q1 2026

SPDR$42.7MAAPLNVIDIAALPHABEOther$575.4MLI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPDR S&P 500 ETF$42.7M5.37%+37,471+133.1%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$27.0M3.40%17,877−14.4%
3NVIDIA CORP$23.0M2.90%18,184−12.1%
4ALPHABET INC A$19.4M2.44%20,606−23.4%
5AMZNAMAZON.COM INC$246.03-3.06%15.20%47.87%$14.5M1.83%17,705−20.3%
6AVGOBROADCOM LIMITED$385.73-7.92%57.48%771.51%$14.1M1.77%+5,777+14.5%
7MERCK & CO INC$14.0M1.76%4,400−3.6%
8MSFTMICROSOFT CORPORATION$416.67-2.66%-10.71%52.39%$13.5M1.70%6,875−15.9%
9META PLATFORMS INC$13.4M1.68%7,078−23.2%
10LLYELI LILLY & COMPANY$1131.420.55%48.00%387.10%$13.0M1.64%574−3.9%
11DJ INDUSTRIAL ETF$12.7M1.59%3,308−10.8%
12JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$12.1M1.53%6,999−12.4%
13WMBWILLIAMS COMPANIES INC$71.96-0.65%22.72%258.62%$12.1M1.52%+30,276+22.2%
14EQT CORP COM$11.2M1.42%+119,460+208.5%
15DUKE ENERGY CORP$11.2M1.42%+85,899NEW
16AEPAMERICAN ELECTRIC POWER$129.141.06%30.89%75.55%$10.9M1.37%+83,206NEW
17TSMTAIWAN SEMICONDUCTOR$415.17-6.69%104.85%285.24%$10.8M1.35%5,683−15.1%
18ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$10.8M1.35%+1,190+4.1%
19GOLDMAN SACHS$10.5M1.32%9,763−44.0%
20GILDGILEAD SCIENCES INC$129.16-0.02%17.90%125.52%$10.5M1.32%+33,789+81.5%
21CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$10.4M1.30%+1,964+15.5%
22GE VERNOVA$8.8M1.11%1,239−10.9%
23CMICUMMINS INC$651.22-3.96%102.61%215.44%$8.8M1.11%+184+1.1%
24WMTWAL-MART STORES INC$118.880.97%22.99%166.67%$8.6M1.08%9,307−11.9%
25HONHONEYWELL$213.97-1.69%1.40%7.72%$8.5M1.07%+758+2.1%
26CCITIGROUP INC$132.47-1.98%73.11%132.92%$8.4M1.06%68,496−48.0%
27DOVDOVER CORP$214.760.60%20.93%36.69%$8.4M1.06%+671+1.7%
28MTZMASTEC INC$363.89-2.89%122.29%259.47%$8.4M1.06%+26,110NEW
29NOCNORTHROP GRUMMAN CORP$544.40-0.14%13.52%62.60%$8.3M1.05%+12,206NEW
30BKBANK NEW YORK MELLON$142.39-1.13%60.61%212.69%$8.1M1.02%52,537−43.4%
31STTSTATE STREET CORP$161.75-0.61%$8.0M1.01%56,223−47.0%
32LMTLOCKHEED MARTIN$523.760.91%$8.0M1.00%+13,187NEW
33VERIZON COMMUNICATIONS$7.9M1.00%+141,978+876.5%
34ROKROCKWELL AUTOMATION INC$446.71-3.36%$7.8M0.98%1,950−8.3%
35LRCXLAM RESEARCH CORP$303.28-9.85%$7.6M0.96%19,477−35.2%
36OKEONEOK INC$88.25-0.79%$7.6M0.96%+84,385NEW
373M COMPANY$6.8M0.86%+1,371+3.0%
38NETFLIX INC$6.5M0.81%+19,099+39.7%
39RTX CORPORATION$6.3M0.80%+32,897NEW
40VANECK AA-BB CLO ETF$6.1M0.77%17,783−12.7%
41TJXTJX COMPANIES INC$160.711.31%$6.1M0.77%+1,072+2.9%
42VTIVANGUARD TOTAL STOCK ETF$363.38-2.68%$6.1M0.76%4,447−19.1%
43CCJCAMECO CORP$103.44-9.28%$6.0M0.76%22,439−28.7%
44AEEAMEREN CORP$109.272.13%$5.8M0.74%+50,151+1661.7%
45ALERIAN MLP ETF$5.4M0.68%+95,023+1313.4%
46AMGNAMGEN INC$349.581.15%$5.2M0.66%+1,706+13.0%
47WDCWESTERN DIGITAL CORP$511.72-11.08%$5.1M0.65%37,931−66.6%
48AVUSAVANTIS US EQUITY ETF$125.15-2.49%$5.1M0.64%+43+0.1%
49KMIKINDER MORGAN INC$31.68-0.06%$4.9M0.62%+6,231+4.4%
50SEAGATE TECHNOLOGY$4.9M0.61%18,056−59.2%
51XCEL ENERGY INC$4.8M0.61%+60,943NEW
52NUTRIEN LTD$4.8M0.61%+63,893NEW
53DLRDIGITAL REALTY TRUST INC$186.79-1.01%$4.7M0.59%+25,934NEW
54AZNASTRAZENECA PLC ORD$185.952.28%$4.7M0.59%61,078−72.1%
55CHUBB LTD$4.6M0.58%11,031−43.9%
56BEBLOOM ENERGY CORP$263.61-9.53%$4.5M0.57%18,743−36.0%
57MUMICRON TECHNOLOGY INC$864.01-13.25%$4.5M0.57%25,390−65.5%
58PROLOGIS INC$4.5M0.57%+827+2.5%
59SMERYSIEMENS ENERGY AG (ADR)$179.33-3.04%$4.4M0.56%+26,154NEW
60FEDEX CORPORATION$4.4M0.55%+141+1.2%
61VENTAS INC$4.3M0.54%295−0.6%
62WELLTOWER INC$4.3M0.54%+21,547NEW
63DIMENSIONAL US HIGH PROFIT ETF$4.2M0.53%+961+0.8%
64OREALTY INCOME CORP$60.841.82%$4.2M0.53%+68,776NEW
65CONSTELLATION ENERGY$4.2M0.53%3,818−20.2%
66OHIOMEGA HEALTHCARE INVESTORS$44.471.83%$4.1M0.52%+94,537NEW
67WASTE MANAGEMENT$4.0M0.51%+17,496NEW
68TC ENERGY CORP$3.8M0.48%+60,986NEW
69KLACKLA CORPORATION$1929.20-9.47%$3.6M0.46%1,568−38.9%
70PANWPALO ALTO NETWORKS INC$272.05-2.58%$3.6M0.46%9,875−30.4%
71PIMCO ACTIVE BOND ETF$3.6M0.45%+305+0.8%
72BINCISHARES FLEXIBLE INCOME ACTIVE$52.02-0.19%$3.6M0.45%+556+0.8%
73INTUITIVE SURGICAL$3.4M0.42%1,105−13.1%
74PGPROCTER & GAMBLE$146.544.09%$3.3M0.42%27,525−54.6%
75BWXTBWX TECHNOLOGIES CO$185.95-2.52%$3.1M0.39%8,120−34.6%
76HWMHOWMET AEROSPACE INC$251.901.03%$3.1M0.39%6,859−33.8%
77VISTRA CORP$3.1M0.39%9,130−30.9%
78JPMORGAN CHASE & CO$3.0M0.38%50,248−83.1%
79FDT1ST TR DEVELOPED MKT EX-US ETF$94.19-4.71%$3.0M0.37%+27+0.1%
80CME GROUP INC$2.9M0.37%3,971−28.5%
81NUNU HOLDINGS LTD$11.97-1.24%$2.9M0.36%182,602−47.6%
82JPMORGAN US QUALITY FACTOR ETF$2.8M0.35%+298+0.7%
83NRGNRG ENERGY INC$129.20-3.14%$2.8M0.35%8,237−30.4%
84FIRSTCASH HOLDINGS INC$2.7M0.34%7,034−33.0%
85VOOVANGUARD S&P 500$678.00-2.59%$2.6M0.33%+32+0.7%
86NEXTERA ENERGY INC$2.6M0.33%+2,316+9.0%
87NUVEEN ESG LARGE CAP GROWTH ET$2.5M0.32%+7+0.0%
88SPDR MSCI EAFE STRATEGIC FACTO$2.5M0.32%+414+1.6%
89ABBVABBVIE INC$227.231.02%$2.5M0.32%23,456−66.9%
90ABBNYABB LTD ADR$101.50-5.51%$2.4M0.31%14,829−32.8%
91VANECK MORNINGSTAR WIDE MOAT$2.4M0.30%928−3.6%
92BTSGBRIGHTSPRING HEALTH SERVICES$57.400.00%$2.4M0.30%19,774−25.8%
93FIRST TRUST TECH ALPHA ETF$2.4M0.30%198−1.3%
94PHPARKER HANNIFIN CORP$882.341.16%$2.4M0.30%5,005−65.3%
95SRLNSPDR BLACKSTONE SENIOR LOAN$40.30-0.17%$2.4M0.30%61,949−51.2%
96SNDKSANDISK CORP$1559.32-11.39%$2.4M0.30%23,847−86.5%
97RYCEYROLLS ROYCE HOLDING PLC$16.77-1.53%$2.3M0.29%124,902−45.6%
98DEUSXTRACKERS RUSSELL US MULTI ETF$64.33-0.76%$2.3M0.29%+414+1.1%
99BRLMXBRAMSHILL MULTI-STRATEGY INCOM$6.490.00%$2.3M0.28%+96,137+38.4%
100PIMCO SENIOR LOAN ACTIVE ETF$2.2M0.28%5,783−11.3%
101EXXON MOBIL CORP$2.2M0.27%3,065−19.4%
102CLSCELESTICA INC$371.71-12.61%$2.1M0.27%2,563−25.2%
103CRSCARPENTER TECHNOLOGY CORP$483.60-1.83%$2.1M0.27%2,385−30.6%
104JPM PREMIUM EQUITY FUND$2.1M0.27%+20,759+124.5%
105ALPHABET INC C$2.1M0.27%1,081−12.8%
106MBBISHARES TR MBS ETF$93.74-0.50%$2.1M0.26%HELD
107PYLDPIMCO TR MULTISECTOR ETF BD AC$26.24-0.34%$2.1M0.26%+1,113+1.4%
108LQDISHARES IB IG CORP BOND$108.17-0.62%$2.1M0.26%+257+1.4%
109HYGISHARES IBOXX HY ETF$79.43-0.50%$2.0M0.26%+351+1.4%
110CISCO SYSTEMS INC$2.0M0.26%2,996−10.3%
111WISDOMTREE US MIDCAP ETF$2.0M0.25%+612+2.1%
112FNFABRINET$621.25-13.09%$2.0M0.25%1,153−23.4%
113FLEXSHARES DEF QUAL DIV ETF$2.0M0.25%+40+0.2%
114VERTIV HOLDINGS LLC CL A$1.9M0.24%7,129−47.9%
115BAE SYSTEMS PLC (ADR)$1.9M0.24%5,445−25.3%
116CROWDSTRIKE HLDGS$1.8M0.23%1,956−29.7%
117FIRST RISING DIVIDEND ACHIEVER$1.8M0.22%24−0.1%
118EZPWEZCORP INC A$31.95-0.62%$1.7M0.21%33,001−33.1%
119GLOBAL X ART INTEL & TECH$1.7M0.21%777−2.1%
120ORAORMAT TECHNOLOGIES INC$140.00-1.72%$1.6M0.20%4,224−22.9%
121ABTABBOTT LABORATORIES$91.070.32%$1.5M0.19%3,526−19.0%
122KRATOS DEFENSE & SECURITY$1.5M0.19%10,341−32.6%
123MELIMERCADOLIBRE INC$1607.80-1.65%$1.5M0.19%252−22.7%
124DOUBLELINE OPPORTUNISTIC BOND$1.5M0.18%HELD
125COSTCO WHOLESALE$1.4M0.18%197−12.0%
126ENERGY SELECT SPDR$1.4M0.18%+22,926NEW
127VEAVANGUARD DEVELOPED ETF$69.17-3.72%$1.4M0.18%15,077−41.0%
128SNOWSNOWFLAKE INC$238.26-2.42%$1.4M0.17%+101+1.1%
129INTUINTUIT INC$296.76-1.73%$1.3M0.16%2,683−47.1%
130DIMENSIONAL EMERGING CORE ETF$1.3M0.16%246−0.6%
131INVESCO FTSE RAFI DEVELOPED$1.3M0.16%+139+0.5%
132COHERENT INC$1.3M0.16%+5,395NEW
133ISHARES EDGE MSCI US QUALITY F$1.3M0.16%+91+1.4%
134BRIDGEBIO PHARMA INC$1.2M0.15%5,962−26.8%
135SPDR PORTFOLIO S&P 1500 COMP$1.2M0.15%+412+2.8%
136QQQINVESCO QQQ TRUST ETF$705.06-4.80%$1.2M0.15%43−2.1%
137DIMENSIONAL US SMALL CAP$1.2M0.15%+288+1.8%
138TRANE TECHNOLOGIES PLC$1.2M0.15%1,150−29.3%
139PIMCO ENHANCED SHORT MATURITY$1.1M0.14%+2,471+28.4%
140GS GQG INTL OPPORTUNITIES$1.0M0.13%3,490−7.5%
141ISHARES MSCI INTERNATIONAL Q E$1.0M0.13%301−1.4%
142JPMORGAN US VALUE FACTOR ETF$993K0.12%+305+1.5%
143GLOBAL X U.S. PREFERRED ETF$980K0.12%+2,727+5.4%
144HYBLSPDR BLACKSTONE HIGH INCOME$27.91-0.16%$963K0.12%+15,061+77.1%
145FANUYFANUC CORPORATION UNSP (ADR)$22.65-7.02%$902K0.11%+52,193NEW
146IWMISHARES RUSSELL 2000$281.65-3.55%$896K0.11%880−19.6%
147BRK/BBERKSHIRE HATHAWAY B$863K0.11%898−33.3%
148JPSTJPM ULTRA-SHORT INCOME$50.41-0.04%$859K0.11%4,858−22.3%
149FTSLFIRST TRUST SENIOR LOAN ETF$44.95-0.09%$824K0.10%+3,027+19.7%
150USBUS BANCORP$55.690.41%$822K0.10%HELD
151SPDR S&P MIDCAP 400 ETF$795K0.10%835−39.3%
152VWOVANGUARD EMERGING MARKETS$58.03-3.78%$770K0.10%4,368−23.5%
153BABOEING CO$215.45-0.91%$716K0.09%300−7.7%
154RIORIO TINTO PLC (ADR)$100.69-4.47%$712K0.09%89,504−92.1%
155PRS MIDCAP DIV ARISTO$699K0.09%288−3.4%
156KOCOCA COLA COMPANY$79.483.46%$681K0.09%1,300−12.7%
157EMBJEMBRAER SA ADR$56.680.30%$676K0.09%21,711−65.6%
158VANECK BDC INCOME ETF$642K0.08%+35,911+252.5%
159ALIBABA GROUP$634K0.08%27,812−84.6%
160ENVXENOVIX CORP$7.28-12.92%$632K0.08%133,768−52.3%
161SAFRYSAFRAN SA (ADR)$85.56-2.03%$623K0.08%32,677−81.1%
162TECHNOLOGY SPDR ETF$590K0.07%+32+0.7%
163JPM DIVERSIFIED RET EM EQUITY$588K0.07%+163+1.8%
164SOXXISHARES SEMICONDUCTOR ETF$539.77-10.44%$570K0.07%43−2.4%
165FREEPORT MCMORAN INC$564K0.07%60,679−86.4%
166HLMIXHRDG LVNR INTL EQUITY$30.16-3.33%$556K0.07%2,770−12.2%
167TOELYTOKYO ELECTRON LTD (ADR)$178.96-10.74%$547K0.07%+4,475NEW
168FLEXSHARES HIGH YIELD VALUE$529K0.07%+2,744+26.2%
169PALANTIR TECHNOLOGIES INC$521K0.07%476−11.8%
170CDECOEUR MINING$16.37-11.42%$521K0.07%89,358−76.3%
171SPDR GOLD SHARES ETF$519K0.07%34,545−96.6%
172BACBANK OF AMERICA CORP$53.83-0.63%$504K0.06%310,034−96.8%
173BIDUBAIDU INC (ADR)$121.66-9.75%$468K0.06%+4,204NEW
174AVDEAVANTIS INTERNATIONAL EQUITY E$89.07-2.63%$462K0.06%+58+1.1%
175MHVIYMITSUBISHI HEAVY INDS LTD (ADR$11.51-0.95%$426K0.05%+15,450NEW
176WISDOMTREE U.S. QUALITY DIVIDE$423K0.05%+1+0.0%
177SHLDGLOBAL X DEFENSE TECH ETF$63.05-1.96%$419K0.05%+370+6.7%
178SMTOYSUMITOMO ELECTRIC INDUSTR (ADR$75.45-11.43%$418K0.05%+7,580NEW
179TESLA MOTORS INC$417K0.05%HELD
180ANETARISTA NETWORKS$154.27-7.07%$401K0.05%HELD
181COREWEAVE$390K0.05%+431+9.4%
182PIMCO RAFI DYN MLT-FACT INTL$383K0.05%HELD
183QTECFIRST TRUST NASDAQ 100 TECH$305.01-7.46%$372K0.05%42−2.4%
184HDHOME DEPOT$371K0.05%4,196−78.8%
185EIHIXEATON VANCE HIGH INCOME$365K0.05%+981+1.1%
186PACER US CASH COWS 100 ETF$361K0.05%339−5.5%
187SPDR INDUSTRIAL SELECT$361K0.05%+342+18.1%
188CVXCHEVRON CORPORATION$360K0.05%225−11.4%
189SPDR UTILITIES ETF$343K0.04%+7,484NEW
190JEPQJPM NASDAQ EQUITY PREMIUM$340K0.04%+6,128NEW
191DFEOXDFA US CORE EQUITY 1 INST$340K0.04%HELD
192IHICYIHI CORPORATION (ADR)$338K0.04%+16,690NEW
193GPIXGOLDMAN SACHS S P 500 PRM ETF$338K0.04%+6,754NEW
194HEALTH CARE SELECT ETF$332K0.04%2,200−49.3%
195MATERIALS SELECT SECTOR$330K0.04%+6,609NEW
196EPDENTER PRO PARTNERS LP$325K0.04%1,500−14.9%
197ITAISHARES US AERO & DEF ETF$324K0.04%HELD
198LYSDYLYNAS RARE EARTHS LTD ADR$319K0.04%+23,665NEW
199VISA INC$316K0.04%11,276−91.5%
200BTCCGRAYSCALE BTC COV CALL ETF$314K0.04%+4,186+26.2%
201IVEISHARES S&P 500 VALUE ETF$313K0.04%HELD
202IXNISHARES GLOBAL TECH ETF$304K0.04%HELD
203INTCINTEL CORP$296K0.04%956−12.5%
204IVWISHARES S&P 500 GROWTH$294K0.04%HELD
205VUGVANGUARD GROWTH ETF$289K0.04%+12+1.8%
206IWOISH RUSSELL 2000 GRWTH$281K0.04%63−6.6%
207OUNZVANECK MERK GOLD ETF$274K0.03%+535+9.6%
208VTVVANGUARD VALUE ETF$274K0.03%HELD
209AXPAMERICAN EXPRESS$267K0.03%17,431−95.2%
210CCL1EURCARNIVAL CORP$259K0.03%+10,000NEW
211FCNTXFIDELITY CONTRAFUND$258K0.03%HELD
212WISDOMTREE FLOATING RATE$252K0.03%HELD
213FLEXSHARES MORNINGSTAR US IDX$245K0.03%42−4.0%
214VANECK CLO ETF$236K0.03%577−11.4%
215MORTVANECK MORTGAGE REIT INCOME$235K0.03%+22,936NEW
216DGROISHARES CORE DIVIDEND GROWTH$229K0.03%HELD
217IWYISHARES RUSSELL TOP 200$225K0.03%+1+0.1%
218ISHARES BROAD US HIGH YIELD ET$222K0.03%+16+0.3%
219NEBIUS GROUP N.V. CLASS A$217K0.03%420−16.7%
220SRESEMPRA$213K0.03%+2,195NEW
221SPDR BARCLAYS T-BILL ETF$209K0.03%219−8.8%
222ENERGY TRANSFER EQUITY LP$209K0.03%HELD
223GEGE AEROSPACE$207K0.03%631−46.3%
224FINANCIAL SELECT SPDR$200K0.03%6,337−61.0%
225VCAIXVNGRD INTERMED CA TAX EX$155K0.02%+300+2.3%
226AMERICAN AIRLS GROUP INC$118K0.01%+11,013NEW
227YMAXYIELDMAX UNIVERSE FO IN ETFS$103K0.01%+13,097NEW
228OPENOPENDOOR TECHNOLOGIES$68K0.01%HELD
229FTEXXFIDELITY MUNICIPAL MONEYMARKET$37K0.00%156,968−80.9%
230MONEY MARKET POOL$13K0.00%4,174−27.6%
231CYPEURCYPRESS DEV CORP$3K0.00%HELD
232GTLLGLOBAL TECHNOLOGIES$310.00%HELD
233LABOR SMART INC$60.00%HELD
234AAALCOA CORPORATION148,356EXITED
235JOHNSON CONTROLS65,163EXITED
236URIUNITED RENTALS INC8,789EXITED
237DALDELTA AIR LINES INC102,273EXITED
238METLIFE INC89,001EXITED
239IBMIBM CORP22,874EXITED
240MSMORGAN STANLEY33,211EXITED
241US TREASURY5,345,000EXITED
242TUS TREASURY5,247,000EXITED
243ISHARES SILVER TRUST80,950EXITED
244PPLTABRDN PLATINUM ETF27,093EXITED
245SMNEYSIEMENS ENERGY AG ADR31,780EXITED
246COPXGLOBAL X COPPER MINERS ETF58,772EXITED
247CVSCVS HEALTH CORP51,275EXITED
248SPGSIMON PROPERTY GROUP21,922EXITED
249MKCMCCORMICK & COMPANY58,786EXITED
250TRUIST FINANCIAL79,533EXITED
251HSYHERSHEY COMPANY21,436EXITED
252STLDSTEEL DYNAMICS INC22,643EXITED
253REGENERON PHARMA4,653EXITED
254IIP OPERATION PARTNER3,485,000EXITED
255EADSYAIRBUS GROUP ADR56,911EXITED
256RLRALPH LAUREN CORP9,048EXITED
257BUS TREASURY3,000,000EXITED
258IBNICICI BANK LTD SPON ADR94,302EXITED
259US TREASURY2,697,000EXITED
260BNBROOKFIELD CORP57,644EXITED
261FSLRFIRST SOLAR INC9,574EXITED
262TUS TREASURY2,300,000EXITED
263AMC ENTERTAINMENT2,399,000EXITED
264IEPICAHN ENTERPRISES/FIN2,154,000EXITED
265CITRIX SYSTEMS INC2,261,000EXITED
266DELL TECHNOLOGIES INC16,497EXITED
267PETROLEOS MEXICANOS1,934,000EXITED
268VITAL ENERGY INC1,920,000EXITED
269BLACKROCK TCP CAP1,916,000EXITED
270DATADOG INC13,838EXITED
271TRANSOCEAN INC1,979,000EXITED
272SERVICENOW INC11,975EXITED
273HDFC BANK LTD50,086EXITED
274ZILLOW GROUP26,376EXITED
275GPORGULFPORT ENERGY CORP8,449EXITED
276GLOBAL MARINE INC1,706,000EXITED
277FSKFS KKR CAPITAL CORP1,602,000EXITED
278US TREASURY1,649,000EXITED
279CDK GLOBAL INC1,708,000EXITED
280VFIAXVNGRD 500 INDEX ADM2,456EXITED
281SASOL FINANCING USA LLC1,515,000EXITED
282KEYCORP CAPITAL1,426,000EXITED
283TITAN INTERNATIONAL INC1,425,000EXITED
284PBF HOLDING CO LLC1,354,000EXITED
285SEAGATE HDD CAYMAN1,447,000EXITED
286US TREASURY1,226,000EXITED
287US TREASURY1,192,000EXITED
288IEPICAHN ENTERPRISES1,195,000EXITED
289CMOPFCOSMO PHARMACEUTICALS NV8,421EXITED
290MERCMERCER INTL INC1,683,000EXITED
291MGM GROWTH/MGM FINANCE989,000EXITED
292TUS TREASURY1,000,000EXITED
293CARNIVAL CORP915,000EXITED
294SPOTIFY1,635EXITED
295NWLNEWELL BRANDS INC955,000EXITED
296ADAMADAMAS TRUST INC956,000EXITED
297AMER AIRLINE 16-1 A877,175EXITED
298TUS TREASURY850,000EXITED
299TUS TREASURY840,000EXITED
300NMFCNEW MOUNTAIN FINANCE COR805,000EXITED
301TEGNA INC800,000EXITED
302VALERO ENERGY CORP750,000EXITED
303GOLDMAN SACKS BDC INC740,000EXITED
304PARAMOUNT GLOBAL720,000EXITED
305TUS TREASURY707,000EXITED
306US TREASU NT700,000EXITED
307GENESIS ENERGY LP675,000EXITED
308HAWAIIAN AIRLINES 13-1A662,802EXITED
309TUS TREASURY660,000EXITED
310ORANGE & ROCKLAND UTILIT620,000EXITED
311BAIN CAPITALL SPECIALTY F601,000EXITED
312ASSERTIO HOLDINGS INC663,000EXITED
313TUS TREASURY600,000EXITED
314CONCENTRIX CORP575,000EXITED
315CCLCARNIVAL CORP538,000EXITED
316US TREASURY565,000EXITED
317KWKENNEDY-WILSON INC585,000EXITED
318UNITED AIR 2020-1 B PTT548,983EXITED
319NWLNEWELL BRANDS INC563,000EXITED
320YAMANA GOLD INC545,000EXITED
321BLACKSTONE SECRUED LEND531,000EXITED
322VERISIGN INC529,000EXITED
323F&G ANNUITIES & LIFE INC502,000EXITED
324RRXREGAL REXNORD CORPORATIONSER B518,000EXITED
325US TREASURY525,000EXITED
326ARWARROW ELECTRONICS INC500,000EXITED
327DEVON OEI OPERATING LLC492,000EXITED
328MAIN STREET CAPITAL CORP500,000EXITED
329TUS TREASURY516,000EXITED
330BEIERSDORF AG ORD F4,793EXITED
331UNIVERSAL INSURANCE HLDS513,000EXITED
332AMER AIRLN 15-2 AA511,421EXITED
333BARCLAYS PLC500,000EXITED
334MCYMERCURY GENERAL CORP500,000EXITED
335FSKFS KKR CAPITAL CORP499,000EXITED
336ALBALBEMARLE CORP495,000EXITED
337SARATOGA INVESTMENT CORP500,000EXITED
338ORACLE CORP500,000EXITED
339AON CORP471,000EXITED
340LLOYDS BANKING GROUP PLC485,000EXITED
341EDISON INTERNTNL470,000EXITED
342RDNRADIAN GROUP INC475,000EXITED
343ARES CAPITAL CORP465,000EXITED
344US TREASURY475,000EXITED
345FISVFISERV INC450,000EXITED
346SPDR CONSUMER DISCRETION3,836EXITED
347MORGAN STANLEY DIRECT450,000EXITED
348GRUPO TELEVISA450,000EXITED
349CARYLE SECURED LENDING439,000EXITED
350BLACKROCK TCP CAP CORP450,000EXITED
351FSKFS KKR CAPITAL CORP450,000EXITED
352HLHECLA MINING CO430,000EXITED
353AMERICAN NATIONAL GROUP400,000EXITED
354MERITAGE HOMES CORP400,000EXITED
355SRESEMPRA400,000EXITED
356NOKIA OYJ400,000EXITED
357EPR PROPERTIES400,000EXITED
358GLOBAL PAYMENTS INC400,000EXITED
359AMER AIRLN 14-1 A PTT401,805EXITED
360PFEPFIZER INCORPORATED15,879EXITED
361JEFFERIES FIN GROUP400,000EXITED
362BEAZER HOMES USA380,000EXITED
363TUS TREASURY383,000EXITED
364HCAHCA INC375,000EXITED
365CLECO CORPORATE HOLDINGS375,000EXITED
366AMER AIRLN 15-1 A355,564EXITED
367UTAH ACQUISITION SUB350,000EXITED
368CONCENTRIX CORP334,000EXITED
369OLD DOMIN ELECTRIC CORP323,729EXITED
370SPDR S&P METALS & MINING3,147EXITED
371IYRISHARES US REAL ESTATE3,370EXITED
372COMMU SERV SELECT ETF2,686EXITED
373FSKFS KKR CAPITAL CORP316,000EXITED
374SPHSUBURBAN PROPANE PARTNERS LP16,650EXITED
375AGCOAGCO CORP300,000EXITED
376APACHE CORP300,000EXITED
377ARES CAPITAL CORP300,000EXITED
378AVTAVNET INC300,000EXITED
379PHILLIPS 66 PARTNERS LP300,000EXITED
380PHMPULTEGROUP INC275,000EXITED
381RBC BEARINGS INC611EXITED
382SALESFORCE.COM INC1,000EXITED
383FIDELITY NATL INFO260,000EXITED
384TEXAS GAS TRANSMISSION250,000EXITED
385LPL HOLDINGS INC250,000EXITED
386BUS TREASURY252,000EXITED
387FMCFMC CORP250,000EXITED
388ARCELORMITTAL SA230,000EXITED
389CENTENE CORP240,000EXITED
390REDDIT INC982EXITED
391AMERN AIRLINE 16-2 A PTT227,955EXITED
392VANECK BITCOIN TRUST8,670EXITED
393IHS MARKIT LTD210,000EXITED
394UNITED AIR 2020-1 A204,035EXITED
395BABOEING CO/THE$215.45-0.91%200,000EXITED
396SYNOVUS BANK GA200,000EXITED
397TRANSOCEAN INC200,000EXITED
398OAKTREE SPECIALTY LEND195,000EXITED
399VTRSMYLAN INC200,000EXITED
400MTGMGIC INVESTMENT CORP200,000EXITED
401VIATRIS INC200,000EXITED
402CIFRCIPHER MINING INC11,421EXITED
403INVESCO MORTGAGE CAPITALINC CO17,500EXITED
404TPI COMPOSITES INC530,000EXITED

Source: SEC EDGAR · accession 0001104659-26-058399. 13F discloses long positions only — shorts, foreign equities, and options are excluded.